Case Study
ASG-Case-Study Primerica
PERFORMANCE MANAGEMENT PRIMERICA FINANCIAL SERVICES REDUCES OPERATIONS COSTS & IMPROVES CUSTOMER SERVICE WITH ASG-TMON CHALLENGE In 1977, Primerica, Inc. began offering middle-income families education and services to help them manage their money and achieve their financial goals. Primerica saw the opportunity to deliver full-service financial management to an under-served population – Main Street clients. They originated the “Buy T erm and Invest the Difference” philosophy helping people buy just the term life insurance they needed leaving money to invest. In 2010, Primerica became an independent company, trading on the New Y ork Stock Exchange. They now insure more than 5 million 1 people and have approximately two million investment clients. A market-leader in speed, Primerica